Business Relationship Specialist - Member Advocate

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

Benefits

• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage
• Generous Paid Time Off program (approximately 3 weeks a year)
• 11 paid holidays per year
• 401(k) retirement plan
• Profit sharing
• Car and phone allowance
• Pay for performance incentive programs
• Time off for giving back to your community
• Tuition reimbursement
• And much more

Responsibilities

• Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events.
• Collaborate with partners to have credit union presentations and information tables in the communities we serve.
• Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores.
• Execute the company-wide business relationship program.
• Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations.
• Lead the charge in new memberships, loan referral, and building relationships with eligible individuals.
• Proactively drive the engagement of our online banking, ensuring consistent messaging and branding.
• Identify and capitalize on opportunities to showcase PEFCU's products and services.
• Provide members with a personalized and rewarding experience.
• Keep abreast of the credit union's vision, products, and services to represent and promote them effectively.
• Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events.
• Maintain reporting, tracking, and measurement of community outreach initiatives and results.
• Research and recommend networking opportunities to the management.
• Assist the marketing team with the opening of new branches.

Requirements

• 2-3 years of experience in a bank or credit union, supermarket experience a plus
• Knowledge of lending theory, industry practice
• Ability to work independently
• Ability to build relationships quickly and effectively through listening and interacting with members and associates
• Strong interpersonal skills, including the ability to build trust and rapport
• Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas
• Strong financial product knowledge
• Approachable and engaging
• Maintain a high level of professionalism
• Knowledgeable in consultative sales principles
• Ability to provide exceptional member experience
• Problem-Solving Skills
• Ability to communicate effectively both verbally and in writing, as well as present financial products accurately
• Self-motivated and goal-oriented
• Ability to work in a fast-paced, member-focused environment
• Planning and organization skills
• Passionate about finding ways to help members and the community
• Computer proficiency

Additional Requirements

• The flexibility to travel to multiple store locations in the greater Birmingham area
• Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance

Pay

• Competitive pay
• Pay for performance incentive programs
• Incentive Programs
• Profit Sharing
• Monthly car and phone allowance